βΒ Redefined the firm's data architecture by building Amicus Hub, a company-wide database organising all client, company and internal data, with an Action Tracker monitoring every live engagement.
βΒ Built an automation stack increasing efficiency across the firm's core workflows:
βΒ Pitch Deck Automation: cleans data, runs financial analysis and generates client decks. 2-3 hours down to 15-20 minutes.
βΒ Monthly MIS Drafter: cross-references engagement letters and prior reports to draft new ones. 40-50% less manual effort.
βΒ Automation Opportunity Scanner: surfaces client AI automation opportunities, now sold as a managed transformation service.
βΒ Built the outbound engine: 1,200 targeted logistics prospects, financials on 400+, distilled to a 70-name priority shortlist.